Denise Johnson (CRD# 5395708) is an Investment Advisor Representative working at Five Talents Wealth Management in Dublin, CA and has over 16 years of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Denise-danielle Strategy Consulting | Dublin, CA | Sep 2019 - Current | 4 |
| Five Talents Wealth Management, LLC | Elk Grove, CA | Jun 2010 - Current | 13 |
| Accenture, LLC | San Francisco, CA | Nov 2011 - Nov 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
CA, TX
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